See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,619 | $84,402+130.6% | $61,373+217.1% | $134,475+44.7% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -13.89% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $707 | $1,544-54.2% | $1,159-39.0% | $4,740-85.1% |
| Participant deferral / active EE | $1,040 | $2,819-63.1% | $2,125-51.1% | $6,400-83.7% |
| Admin fee / account holder | $18,155 | $2,585+602.3% | $2,130+752.5% | $11,426+58.9% |